Latest Institutional Transactions on Spdr Ser Tr Fds Spdr Portfolio (SPDW)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Fds Spdr Portfolio (SPDW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
239K+ 53.83% |
$8.1M - $9.04M
|
684K
$27.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.07KNew |
$205K - $229K
|
6.07K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.05K- 1.21% |
$69.5K - $77.5K
|
168K
$6.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-649- 7.98% |
$22K - $24.5K
|
7.48K
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 12.61% |
$3.38K - $3.78K
|
893
$36.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-788- 11.55% |
$26.7K - $29.8K
|
6.04K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.08K- 6.32% |
$36.7K - $40.9K
|
16.1K
$653K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.06M+ 47.35% |
$35.7M - $39.9M
|
3.28M
$134M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.98K- 1.71% |
$67.1K - $74.9K
|
114K
$4.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-960- 9.3% |
$32.5K - $36.3K
|
9.36K
$381K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.59KNew |
$257K - $287K
|
7.59K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
14.4K+ 2.18% |
$489K - $546K
|
677K
$27.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
27+ 2.42% |
$914 - $1.02K
|
1.15K
$46.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
167K+ 1041.07% |
$5.66M - $6.32M
|
183K
$7.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.56K+ 2.2% |
$52.8K - $58.9K
|
72.5K
$2.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-119- 1.41% |
$4.03K - $4.49K
|
8.34K
$339K
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
6.02KNew |
$204K - $227K
|
6.02K
$245K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-10.8K- 2.56% |
$366K - $409K
|
413K
$16.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.95K+ 3.92% |
$303K - $338K
|
237K
$9.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
10.7K+ 1.82% |
$363K - $405K
|
601K
$24.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-215- 0.97% |
$7.28K - $8.12K
|
22K
$895K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
142K+ 16.58% |
$4.79M - $5.35M
|
996K
$40.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-76- 0.69% |
$2.57K - $2.87K
|
11K
$448K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.44K+ 3.46% |
$184K - $205K
|
162K
$6.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-36- 0.71% |
$1.22K - $1.36K
|
5.04K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.67K+ 1.48% |
$124K - $139K
|
252K
$10.3M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.47K- 14.12% |
$185K - $207K
|
33.3K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-7.28K- 20.92% |
$246K - $275K
|
27.5K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.07K+ 4.57% |
$273K - $305K
|
185K
$7.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
27.3K+ 31.49% |
$922K - $1.03M
|
114K
$4.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
1.69K+ 8.1% |
$57.1K - $63.8K
|
22.5K
$916K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-824K- 68.45% |
$27.9M - $31.1M
|
380K
$15.4M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
472+ 5.81% |
$16K - $17.8K
|
8.6K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
632New |
$21.4K - $23.9K
|
632
$25.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
7KNew |
$237K - $264K
|
7K
$285K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
195K+ 462.71% |
$6.59M - $7.36M
|
237K
$9.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
288+ 0.52% |
$9.75K - $10.9K
|
55.3K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
21.5K+ 66.86% |
$729K - $813K
|
53.8K
$2.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-17- 0.02% |
$575 - $642
|
76.4K
$3.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-13.9K- 22.97% |
$469K - $523K
|
46.4K
$1.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
55+ 0.28% |
$1.86K - $2.08K
|
19.8K
$803K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20K+ 52.52% |
$675K - $754K
|
57.9K
$2.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
2.63K+ 5.53% |
$88.9K - $99.3K
|
50.1K
$2.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.98K+ 8.53% |
$101K - $113K
|
37.9K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.1K+ 6.79% |
$613K - $685K
|
285K
$11.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-229- 0.59% |
$7.75K - $8.65K
|
38.6K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-482- 0.24% |
$16.3K - $18.2K
|
199K
$8.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-33K- 2.38% |
$1.12M - $1.25M
|
1.36M
$55.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-86- 0.05% |
$2.91K - $3.25K
|
177K
$7.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.09K+ 5.15% |
$70.8K - $79.1K
|
42.7K
$1.74M
|